WSG Operations Dashboard
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WSG Operations Dashboard
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Time Tracking
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TIME SUMMARY
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[⚙] Company Management
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Invoices
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Communications Log
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Add New Client
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First Name *
Last Name *
Email *
Phone
Company
Status
Lead
Active
Inactive
Tier
DIY
Standard
Premium
Enterprise
Payment Terms
Net 30
Net 15
Net 45
Net 60
Net 10
Due on Receipt
COD (Cash on Delivery)
Notes
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Client Details
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Add New Service
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Service Name *
Service Type *
Consulting
Training
Domain
Domain Add-on
Hosting
Hosting Add-on
Website Design
Website Maintenance
App Development
App Maintenance
CRM Subscription
CRM Setup/Customization
Business Unit *
We Speak Geek (Consulting/Training)
WSG Domains
WSG Hosting
WSG Web Services
WSG Manage
WSG Apps (Custom Development)
WSG CRM (SaaS/Internal)
Category *
Consulting & Training
Domains
Hosting
Website Design
Website Maintenance
Applications
CRM Services
Base Price ($) *
Cost ($) *
Billing Frequency *
Hourly
Monthly
Quarterly
Annually
One-Time
Renewal Notice (days)
Optional: 0 = no renewal needed
Description
Service Active
Auto-Renew
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Add New Project
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Client *
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Project Title *
Description
Status
Planning
In Progress
Review
Completed
On Hold
Priority
Low
Medium
High
Urgent
Start Date
Due Date
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Log Communication
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Client *
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Type
Email
Phone
Meeting
Chat
Note
Direction
Outbound
Inbound
Subject
Content *
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Project Details
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Edit Service Assignment
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Service Name
Custom Price (leave blank to use catalog price)
Catalog price: $
0.00
Billing Frequency
One-time
Monthly
Quarterly
Semi-annual
Annual
Catalog frequency:
-
Start Date
Renewal Date
Status
Active
Pending
Cancelled
Expired
Notes
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Log Time Entry
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Client *
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Project
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Date *
Hours *
Description *
Hourly Rate ($)
Status
Logged (Not Invoiced)
Invoiced
Paid
Billable Time
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Add Company
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Company Name *
Address Line 1
Address Line 2
City
State
ZIP
Phone
Email
Logo URL
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Generate Invoice
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Invoice Details
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Record Payment
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Amount Paid *
Balance due: $
0.00
Payment Date *
Payment Method
Check
Cash
Credit Card
ACH/Bank Transfer
PayPal
Other
Reference Number
Notes
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Record Payment
Add Line Item
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Description *
Quantity *
Rate *
Amount
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Add Item
Add Task
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Task Description *
Due Date *
Priority *
Select priority...
🔴 High
🟡 Medium
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Related To (Optional)
Not related to any client
Client
Domain
Invoice
Project
Notes (Optional)
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